Order Flow for Delivery and Pickup - Huntington

Order flow for delivery deliveries and pickups pick-ups in Huntington

Order Management, Prep, and Packing

• • Everything is managed out of the Delivery and Pickup Log, see the Huntington sheets

  • Customer orders through the website

  • Zapier zap moves the order into the Log

  • Click add formulas to add the missing data

  • When any order comes in, pack it, set it aside in walk-in, and mark as fulfilled in shopify, don't wait for the person.

    • We want it ready for their pickup when they text or call us

    • Have push notification on from the email and check the orders several times a day, including before any delivery driver leaves for a route

    • Keep the Log up to date, move to complete when complete

  • Open the order in shopify with the link in column B

  • Click Print at the top and Print packing slips

  • Change the status in the Log to "1.1 Printed"

  • Carefully pack the order, use a pen to check each item off as you pack it

  • Change the status in the Log to "2. Packed"

  • Click "Fulfill in Shopify" to remove from inventory (and add back to inventory at Gowanus)

Delivery

OPENING

• E-Commerce associates will input driver miles from day prior into "Driver Form Responses - MANUAL" tab on the Delivery Plan. Huntington Manager will approve any Huntington driver miles.

• Use huntington@ google voice account to communicate with the customer

• Huntington manager will update driver/retail out time in Breadcrumb by referring to the Driver Clock Out SOP Procedure . Simplified, steps are below:

  • Logging into Routific

  • Finding last route for Huntington Driver

  • Click on last stop of route.

  • Time of last stop is clock-out time.

• On Delivery Plan - HUNT, Huntington Manager will "add formulas" to get information about the days' deliveries.

• Print all deliveries (associate or manager), and pack accordingly. Refer to the Zero Packing Mistakes SOP.

  • Open link in sheet.

  • Under "More Actions" select "Print with Order Printer". Print the template entitled "Print without Prices"

  • Use a case tray or black reusable bag to pack order.

  • Check off each item on the packing list, include packing list in order.

  • Include 3 stickers with each order.

  • Mark as "Packed" on Delivery Plan.

FOR 2PM ROUTE

• Refer to Delivery SOP to Create and Route driver.

• Assign driver in the associated column, and use "Create Route" Button to send information to Routific.

• When approved in Routific, dispatch route to driver.

• When delivery is completed, mark order on Delivery Plan as "Delivered"

FOR 6PM ROUTE

• Complete steps outlined in 2pm routing, but decide if driver is coming back to the store or not.

FOR LAST ROUTE OF DAY

• For last route of day, last stop is the final delivery address, so you may have to edit the driver's last stop
  

More Delivery Documentation

Delivery Driver Steps (have anyone who will drive read this)

Other Reminders for Drivers

Driver Toll Reimbursement & Compensation

Local Delivery SOPs

Zero Mistakes Packing Process

Pickup

General

• Follow the order management guidelines above

• Be aware of the phone and text message for when someone arrives if they want curbside pickup

  • Have all notifications on, must be aware of this! Have the app on your phone if necessary, on the computer, on the iPad ...